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Lloyd Park’s Apollo Global Management APO Stock Holding History

Lloyd Park’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.37M Sell
29,404
-4,041
-12% -$222K 1.69% 16
2022
Q2 		$1.62M Buy
+33,445
New +$1.82M 1.7% 11

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lloyd Park's APO Position: Q3 2022 in Review

Lloyd Park reduced its Apollo Global Management (APO) stake by 12% in Q3 2022, selling an estimated $222K and leaving 29,404 shares worth $1.37M. The position accounts for 1.69% of the portfolio, ranked #16.

Lloyd Park first reported a position in APO in Q2 2022 and has held it in 2 quarters since. The position peaked at $1.62M in Q2 2022. 611 funds tracked by Wall St. Rank hold APO as of Q3 2022.

  • Lloyd Park held 29,404 shares of Apollo Global Management worth $1.37M as of Q3 2022.
  • Lloyd Park sold 4,041 Apollo Global Management shares in Q3 2022, an estimated $222K.
  • Apollo Global Management made up 1.69% of Lloyd Park's portfolio in Q3 2022, its #16 holding.
  • Lloyd Park first reported a position in Apollo Global Management in Q2 2022 and has held it in 2 quarters since.
  • Lloyd Park's Apollo Global Management position peaked at $1.62M in Q2 2022.
  • 611 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.